Filed October 18, 2004 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,928 | $80,354-22.9% | $133,980-53.8% | $63,975-3.2% |
| Participation rate | 93.0% | 87.5%+5.5pp | 87.1%+5.9pp | 71.1%+21.9pp |
| Annual return | 7.74% | 13.11%-5.4pp | 29.30%-21.6pp | 48.65%-40.9pp |
| Employer contribution / active EE | $2,285 | $3,503-34.8% | $5,211-56.1% | $2,182+4.8% |
| Participant deferral / active EE | $5,510 | $5,239+5.2% | $6,282-12.3% | $3,356+64.2% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |